's not just a u.s. story it's kind after north american story. >> paul: right. >> a ton of oil in canada, there's lots of the same geological formations in mexico, and so, you know, there's a lot of energy that can come up and, for example, the ceo of fluor, the largest construction company says there's at least 30 billion dollars of potential projects just around the u.s. gulf of mexico. >> paul: people are talking now and even by 2020 which isn't that far away we could be self-sufficient in terms of providing most of the oil, gas, we get domestically. what are the implications of this for the larger energy? not just for the energy economy, but for things like manufacturing and consumer prices? >> well, certainly, you know, obviously, residential heating, things like that would be more affordable and make us more competitive in manufacturing, but there's another angle that's also very interesting and that has to do with exports. we could actually become the lead are producer of energy for the emerging markets. energy demand in this country is going down, but in the rest of the world it'